However your enterprise is structured you can enable any of the modules available to facilitate the smooth operation of your business.

Book Keeping

Books

• Record your spending and income activities.
• Utilise the accounting tools included or export data to other software packages.

Credit Notes

• List of Customer & Supplier Credit Notes.

Cash Calculator

• Quickly and efficiently calculate the value of cash notes and coins..

Client Access

• Enable client's access to basic accounts information..

General Data Export

• Export invoice details via CSV data format..

Pro Forma Tax Invoice

• Create a Tax Invoice that is not linked to services or product list..

Subscriptions

• Create subscriptions and automated billing cycles..

Customer Relationship Management

Customer Management

• View customer lists and manage customer details

Customer Email Broadcast

• Send bulk HTML email messages to your customer list.
• Filter recipients via Customer List logic of filter by Tags
• Message can include includes Order Form link

Newsletter / Mailing List

• Send newsletters out to subscriber lists

Client Interactions

Service Bookings

• Manage booking services and availability.

Course Management

• Create in person and online courses.

Service Jobs

• Manage and invoice service jobs including labour and materials.

Club House

Provide clients with a password protected area to interface with business.

• Chat
• Course
• Directory
• Pod Cast
• Time Lines
• Show Notes
• Event Integration.
• Supplier Analysis

Item / Product Management

Brand Management

• Set up brand information for use with item management.

Discount Programs

• Manage the details of discount programs..

Inventory

• Items for sale and Production Elements..

Product/Item Management

• Manage item information, pricing and supply..

Production

• Manage all stages of the production process from item supply, process and output..

Recall Notice

• Send targeted email broadcast to customers that have received specific batches of items..

Supplier Management

• Manage your supplier details including item supply, purchase orders, invoices and claims..

Supplier Reimbursement Claim

• Create and track reimbursement claims from suppliers grouped by type..

Logistics

Dispatch

• List of sales orders with a flagged status as ready for dispatch.

Dispatch Exceptions

• Set up inventory exceptions for default delivery area dispatch locations.

3PL Integration

• Sending items via 3rd party services or planning and executing delivery routes.

Supplier Item Label Wizard

• Send Supplier a link to enable them to print item labels that interact with OBT bar code logic.

Sales

Active Sales Orders

• List of active sales orders
• filtered by sales order status.
• You can set up a view a list of active sales orders that is controlled by sales order status.

Coupons

• Create Coupons for special offers an sales promotions.
• These can be used within the Online Store component of Web Site Management.

Point of Sale

• From general stores to hospitality this module provides the power and flexibility to provide efficient service.

Sales Management

• Sales activity functions covering operations, team and performance reports.

Sales Reports

• A multitude of reports analysing sales activity.

Stockist Lists

• Create multiple lists of stockists including map projections.

Tickets

• Ticketing for events.

Account Management

• Manage customer information

Dynamic Sales Brochure

• Customer only sees items that are available based on pricing level and inventory.

Dynamic Price Lists

• Customer only sees items based on pricing level.

Contact Log

• List of interactions logged with customers and suppliers.

Territories

• Sales Team can be limited defined geographical areas.

Stockists Reports

• Provide your suppliers with sales data broken down by geographical and other filters.

Publish Public Content

Directory

• Create a directory of locations including display on google maps.

Form Management

• Create Forms and review responses from external web site or internal.

Index Collections

• From media collections to organising a document index with the option of sharing via Club House.

Media Collections

• Create and share image collections via public url.

Pages

• Single publicly available web page to quickly share information.

Quiz

• Create a Quiz for internal or external respondents.

Show Notes

• Accompany a Pod Cast or documentary with time targeted notes and resources.

Time Lines

• Display chronological information within a time line format.

Web Site Management

• Manage web site content and upload to internet.

Internal Processes

Human Resources

• Manage employee details, time sheets, rosters, pay rolls and more.

Procedure Manual

• Create procedure manuals for specific areas of your operation.

Project Management

• Manage enterprise project details.

Tags Summary

• View all system objects that are tagged with specific tags.

Task List

• Manage tasks for team members.

Training

• Complete system training modules and/or create your own training programs for your staff

Other Tools

Asset Management

• Keep track of asset details, serial numbers and warranty details.

Banner Ad Management

• Manage banner ads running on external web sites

Check Lists

• Set up regular procedural check lists to log work flow.

General Activity Log

• Keep a detailed log of general activity within your enterprise

Insurance Claims

• Document event and items to provide comprehensive list of items for claim

Key Performance Indicators

• Customised analysis data specific to your enterprise

Meeting Scheduler

• Schedule meetings with participants across multiple time zones in person or online

Notebooks

• Group notes into notebooks for easy reference

QR Code Management

• Create QR Codes to point to URLs or internal processes.

Resource Library

• Upload digital resources to enable access for account users

Scheduled Tasks

• Set up tasks that are executed per set schedule

Integrated Data Tools

Lists Administration

• Create List objects to use with system entities.

Snippets

• Small information packets used across a multitude of interactions. Sample code, standard email message, telephone prompts, etc.

Tags

• Tag an object with key words and establish relationships with other items.

Alerts

• Create alerts for specific events within business processes.